Cloudera gets the majority of its revenue from subscriptions. However, professional services and training continue to be big businesses too.

Cloudera has trained over 12,000 people.

Hortonworks is training people too.

Hortonworks now has 70 employees, and plans to have 100 or so by the end of this quarter.

A number of those Hortonworks employees are executives who come from seriously profit-oriented backgrounds. Hortonworks clearly has capitalist intentions.

Hortonworks thinks a typical enterprise Hadoop cluster has 20-50 nodes, with 50-100 already being on the large side.

There are huge amounts of Elastic MapReduce/Hadoop processing in the Amazon cloud. Some estimates say it’s the majority of all Amazon Web Services processing.

I met with 4 young-company clients who I regard as building vertical analytic stacks (WibiData, MarketShare, MetaMarkets, and ClearStory). All 4 are heavily dependent on Hadoop. (The same isn’t as true of older companies who built out a lot of technology before Hadoop was invented.)